Intelligence Add-On FAQs

What is the Intelligence add-on?

The Intelligence add-on is a collection of powerful and easy-to-use AI features that help you work smarter and faster.

What is included?

The Intelligence add-on includes:

• AI Summary: concise actionable summaries of your opportunities and cases.
• Account Intelligence: actionable insights for your accounts.
• AI Prediction: predictive insights for your opportunities and leads.*
• Sentiment Analysis: sentiment analysis of your accounts, opportunities, and cases.

*AI Prediction is not available to Enterprise and Enterprise+ customers.

Who has access?

Users must have access to the module related to the AI feature and the needed ‘Access’ permission.

How is my data protected?

All data shared with AI models is protected by SugarCRM's trust and security layers.

• Your data is anonymized before it is shared.
• For auditing purposes, your anonymized data is stored for one month and then permanently deleted.
• Your data is never used to train AI models.

To learn more about how we build safe and impactful AI tools, see our SugarCRM's Approach to AI help article.

What is the price?

$20 per user/month (this includes 500,000 tokens per month per user)

What are tokens?

Tokens represent the amount data consumed and returned by AI generated content.

When are AI generated summaries/intelligence generated?

An initial generation occurs when you open a view with the AI summary dashlet added. Summaries and intelligence will regenerate automatically when new data is available.

What if I need more tokens?

Your token allowance is refreshed on the first day of every month. To purchase additional tokens, either after reaching your allowance or in advance, contact your Customer Success Manager.

How can I see my current token usage?

Using the info icon in the AI Summary dashlet, administrators and dashboard owners can review the current percentage of tokens used from the monthly instance allowance.

What happens if I run out of tokens?

Once your instance reaches its monthly token limit, the AI Summary dashlet will no longer generate new summaries or intelligence. The last generated summary or intelligence will still be visible.

If I owned AI Prediction (formally known as SugarPredict) before the Intelligence add-on was introduced, do I retain access?

You will retain access until the end of your current contract. At renewal you will need to buy the Intelligence add-on to retain access to AI Prediction features.

Updated: 29 July 2025 with updated information regarding Sugar Enterprise availability 
Updated: 4 August 2025 with updated information and clarity